See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,391 | $96,635-75.8% | $86,612-73.0% | $139,434-83.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 8.09% | 106.41%-98.3pp | 591.07%-583.0pp | 372.94%-364.9pp |
| Employer contribution / active EE | $7,967 | $3,263+144.2% | $3,022+163.6% | $4,751+67.7% |
| Participant deferral / active EE | $4,111 | $4,836-15.0% | $4,438-7.4% | $6,710-38.7% |
| Admin fee / account holder | $17 | $6,408-99.7% | $5,614-99.7% | $11,403-99.9% |